Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
These Factors Drive Americans to Retire Earlier Than Expected
By John ManganaroMost Americans plan to retire around 62 or 65, but the reality is often different.
July 12, 2023
Medicare and Social Security Fair Share Act Boosts Taxes on WealthyThe bill would apply the Social Security payroll tax to wage, self-employment and investment income above $400,000.
July 12, 2023
Social Security COLA Estimated at 3% for 2024 Amid Mixed Inflation SignalsA COLA of 3% would raise the current average monthly benefit by about $54.
July 11, 2023
No, Social Security Shouldn't Invest in Stocks: ResearchersExperts say there are strong arguments on both sides, but the bigger concern is whether it's too late.
July 07, 2023
Are Gen Xers Overly Optimistic About Retirement?Most Gen Xers believe they can maintain their lifestyle in retirement, but their savings say otherwise, IRI says.
June 30, 2023
What if Social Security Went Bust and Kept Paying Full Benefits?A new CBO report examines this theoretical scenario.
June 27, 2023
5 Social Security Calculators to Share With Your Retirement ClientsFinancial planner Devin Caroll outlines several free and paid tools to help retirees decide when to claim benefits.
June 22, 2023
New Bill Targets Social Security Work Disincentives for Disabled AmericansThe legislation's sponsors say Americans with disabilities should not lose out on their benefits just for seeking to work.